Compass: The AIC’s monthly newsletter
This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.
Latest articles, press releases and videos
What is your ESG strategy? How are your investee companies helping with the issues?
Managers from ICG Enterprise, Pantheon International and Literacy explain their ESG strategy and how their investee companies are helping to contribute to social and environmental issues.
What’s your view on the discount/premium on your trust. Could it represent a buying opportunity?
Managers from Pantheon International, Literacy Capital, and ICG Enterprise explain why their trust could be a buying opportunity.
Private equity managers respond to the recent criticisms of the sector
Private equity managers from ICG Enterprise, Literacy Capital and Pantheon International answer questions on the valuation of portfolio companies, high fees, and the buyback of shares.
How are private equity portfolio companies faring in the current challenging economic conditions?
The AIC spoke to private equity managers from Pantheon International, Literacy Capital and ICG Enterprise to hear their views on the challenging economic environment.
Go woke, not broke
Greater diversity on investment company boards is good for shareholders, writes David Prosser.
Battling the scourge of inflation
David Prosser looks at how investment companies can help protect the real value of your savings.
Investment companies with exposure to generative AI
There are 20 AIC investment companies set to benefit from generative artificial intelligence (AI).
Private equity managers respond to criticisms of the sector
They answer questions on performance, ESG, fees, discounts and buybacks.
Meet the manager: Martin Connaghan
Hear from Martin Connaghan, Co-Manager of Murray International Trust .
Investment Trust Outlook | Income - May 2023
What is the outlook for European real estate and what areas offer reliable income in the UK market? Experts from Schroders and abrdn join us to discuss:
"The outlook is bright": Investment company managers on the recovery in Japan
Managers discuss the reasons for Japan’s recent good performance and where they are seeing further opportunities.
The benefits of staying active
Active strategies make sense for less well researched markets, argues David Prosser.
Thematic research
Third-party thematic research on investment companies can be found below.
NB Private Equity makes modest progress in 2023
Biopharma Credit makes new $100m loan
US Solar cuts dividend as implements new tender offer
Nvidia bet pays off for Martin Currie Global Portfolio
Cohen & Steers Capital Management - Form 8.3 - Tritax Big Box REIT plc
24/04/2024 - 13:40
Form 8.3 - Abrdn European Logistics Income plc
24/04/2024 - 13:40
Form 8.3 - GCP Asset Backed Income Fund Limited
24/04/2024 - 13:30
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
Familiarise yourself with industry terminology.
Research tools
Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.
